How we help you and what makes us different
Starting a new life abroad is exciting, but it can also be daunting. It involves navigating through a maze of complex foreign rules surrounding residence visas, taxation and succession constraints, and determining how best to hold your savings and pensions to align with your new lifestyle and goals. You may encounter conflicting information during your research, and it can be challenging to find a trusted adviser in a position to guide you through all these diverse aspects.
That’s where Blevins Franks comes in. We want you to enjoy your retirement in the sun and aim to make your tax and financial planning stress-free.
Unparalleled expertise for every step of your journey
Our team of experts boasts extensive knowledge across residence, taxation, succession, pensions and investing as an expatriate, providing a helping hand through the whole process of moving and living abroad. Our holistic advice makes your journey much easier, giving you peace of mind that your financial affairs are in order and well looked after.
This support can start from your early planning stages in the UK, ensuring you do everything at the right time, then continues throughout your retirement years as an expatriate and should you eventually return to the UK. We also help you plan for an effective transfer of wealth to your loved ones and will be ready to guide your heirs through the inheritance process, should that time come.
With five decades of experience advising wealthy families, advisers living locally and teams of specialists, we know exactly what steps you need to take and when. Our comprehensive advice covers taxation, succession and estate planning, investments, pensions, and residency matters. By offering a range of services under one roof, we deliver a cohesive approach to achieving your financial goals and safeguarding your wealth.
A personal and integrated approach
We recognise that every family is unique, which is why our financial advice is highly personalised and centred on fostering strong, long-term client relationships. We work in partnership with you and your family, in what often becomes a multi-generational relationship providing continuity and effective tax planning, wealth management and wealth preservation.
Blevins Franks excels at strategic financial planning from a holistic perspective. Your financial arrangements are interconnected – for example, how you hold investments can directly affect what tax you pay and the ease with which capital is passed to your heirs – so we focus on the big picture rather than looking at aspects in isolation.
How it works
- We start by getting to know you – what’s important to you, the concerns you have for your family, your circumstances, plans, needs and aspirations.
- We analyse your residency, domicile, cross-border taxation, financial structuring, pensions and estate planning wishes.
- If you require investment advice, we’ll work through a risk tolerance questionnaire to obtain a clear and objective assessment of your risk profile.
- We detail all our recommendations in a strategic financial planning report, taking all the time you need to answer any queries or concerns you may have.
Our key services
Tax planning
Mitigating income tax, capital gains tax, inheritance tax and wealth taxes.
Investments
Preserving your wealth through tailor-made, tax-efficient investment strategies, helping reduce risk while achieving your objectives, and ongoing portfolio management to keep it on track.
Estate planning
Developing a bespoke cross-border estate plan to transfer your legacy to your chosen heirs according to your wishes and as tax-efficiently as possible.
Pensions
Protecting your UK pension savings by exploring the options available to expatriates, including QROPS, and considering tax implications locally as well as in the UK.
Residence (European Emigration Advisory Service)
Explaining the post-Brexit residence rules and application process for UK nationals wanting to retire in Spain, France, Portugal, Cyprus and Malta.
A continuing service
One of the most important elements of our approach is the ongoing service we provide to clients. Each client receives a proactive, high-quality personal service from one of our Private Client Managers, who are dedicated to providing regular reviews to ensure your financial plan is on track and fine-tuned as necessary. Besides being available when you need them, they ensure your investment and pension arrangements remain in line with your objectives and guide you on relevant tax or succession developments.
Our experience and expertise
At Blevins Franks we have a wealth of tax and financial planning experience gained from advising families and high net worth individuals in Europe for almost 50 years. Such longevity provides peace of mind to our clients, not only that we are experienced, but also that we will be around for the long term to advise you and your family for as long as you need us.
Besides our St James’s Square office in London, we have offices across the key expatriate areas in Spain, France, Portugal, Cyprus and Malta. Our advisers live and work locally and have a deep and personal understanding of the local tax and succession regimes and all the issues UK nationals face locally.
Behind our local advisory service lies a substantial company with close to 300 staff working hard for our clients. This includes tax, trust, pension, investment and compliance teams of highly skilled specialists who keep up to date with changes to taxation, succession, regulations, and investment and currency markets.
Our size, scale, cross-border expertise and decades of experience put us in a unique position to advise UK nationals moving countries and living in Spain, France, Portugal, Cyprus and Malta.
Why Blevins Franks is different
Blevins Franks has earned its reputation as the leading international tax and wealth manager to UK nationals living in Europe. Our distinguishing features include…
- Five decades of cross-border expertise.
- Client-centric approach ensures peace of mind for clients and their families.
- Locally based advisers committed to developing long-term relationships with clients.
- Regulated to provide financial and pensions advice in the UK, Spain, France, Portugal, Cyprus and Malta, and our advisers are professionally qualified.
- Bespoke, integrated tax and wealth management strategies, regularly reviewed by dedicated Private Client Managers.
- In-depth understanding of the UK, Spain, France, Portugal, Cyprus, Malta and Monaco tax regimes and compliant tax planning solutions.
- In-house technical tax experts closely monitoring tax and legal changes.
- Estate planning review service customised for each family to ensure the right money goes to the right hands at the right time.
- UK-regulated pension specialists with extensive knowledge of UK and offshore pension schemes, such as SIPPs, QROPS and QNUPS.
- Pension consolidation and cross-border evaluation services.
- Investment portfolio review and risk evaluation services.
- Privileged access to world-class investment managers due to our size, longevity, and reputation.
- Our investment committee carries out deep due diligence on the funds we recommend to clients.
- Practical support for local matters (finding a lawyer, accountant, plumber, dentist, etc.).
Do you want to learn more about our
services or have any questions?
